Send a QuestionPro survey for a new Pipedrive CRM person

Create new Mavenlink tasks from Pipedrive CRM deals

Every time there is a new deal created in Pipedrive CRM, Make will automatically create a new task in Mavenlink using information about the deal.

Update the phone number for a Freshdesk contact from a person in Pipedrive

When a new ticket is created in Freshdesk and the phone number for the contact is missing, the contact’s phone number is retrieved from Pipedrive and is then updated in Freshdesk.

Create a new Pipedrive Contact for every new Aimfox lead

Automatically add new leads from Aimfox into Pipedrive as contacts. Whenever a new lead appears in Aimfox, this workflow will create the contact in Pipedrive, ensuring your CRM always stays up to date.

Create Pipedrive deals for new Intercom users

Every time a new user is created in Intercom, Make will automatically create a new deal in Pipedrive.

Update Pipedrive deals automatically when a new deal event occurs

Streamline your sales process by automatically updating deal information in Pipedrive. With this template, every time a new deal is created in Pipedrive, Make will ensure that the deal details are promptly updated, keeping your sales pipeline organized and up-to-date. This automation helps you maintain accurate records and enhances your team's efficiency in managing deals.

Create Pipedrive CRM persons for new Factorial employees

Make will watch your Factorial employees at regular intervals and create Pipedrive persons.

Create a Gmail draft message from a new Google Sheets row

Use this template to create a Gmail draft message when a new row is added to your Google Sheets spreadsheet. To work with the template's default settings, your Google Sheets spreadsheet should contain these columns: Email address, Subject of the email and Content of the email.

Sledování a stahování faktur z Fakturoidu, uložení záznamu o faktuře v Raynet CRM

V nastavených intervalech Make kontroluje, zda byla vytvořena nová faktura ve Fakturoidu. Pokud ano, je vytvořena nová faktura u klienta, k jemuž patří, v Raynet CRM.